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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-2018
- Office Locations
- 2
Office Locations
About Harvest Capital Assets, LLC
Harvest Capital Assets is a family-focused wealth manager serving pre-retirees, retirees, and business owners across five states. The firm provides financial planning, active portfolio management, and tax-minimization strategies, with regular client communications on market rationale. Portfolios primarily use ETFs alongside funds and fixed income, and clients get a 24/7 Asset-Map view of assets, liabilities, insurance, and cash flow; supports LPL Financial custody.
Reported data analysis
What the numbers show
Between December 24, 2025 and March 10, 2026, reported AUM increased 7.5%, from $67.0M to $72.0M.
Across 5 reported observations, AUM increased 31.1% between March 16, 2022 and March 10, 2026, from $54.9M to $72.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 247 clients, or 82.3 clients per representative. That equates to $291.5K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Harvest Capital Assets, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEXANDER L SKABRY
Chief Investment Officer, Managing Member, Managing Partner
- CRD
- #5251079
- Ownership
- 75% or more
David Andrew Caldwell
Chief Compliance Officer
- CRD
- #6454144
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES KING HEDGES II
Investment Advisor Representative
- CRD
- #5335632
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,000,000 | $236,066 |
| Non-Discretionary | $0 | -- |
| Total | $72,000,000 | $236,066 |
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Separately Managed Accounts
SMA allocation detail is available
Harvest Capital Assets, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.